Tax Senior Associate – Financial Services
Location: Los Angeles / Woodland Hills, CA
Salary: $80,000-$115,000 base + discretionary bonus
Working arrangement: Hybrid
Employment: Full-time
Looking to build your career beyond traditional tax compliance?
An established national accounting and advisory firm is seeking an experienced Tax Senior Associate to join its Financial Services practice in Southern California.
This opportunity offers exposure to sophisticated private equity, venture capital, hedge fund, private credit and alternative investment clients, working alongside experienced tax professionals who advise some of the most active investment firms in the market.
For someone currently working within Big Four, national or established regional public accounting, this is an opportunity to deepen your investment management expertise while taking greater responsibility for client engagements.
The opportunity
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Prepare and review federal and state tax returns for partnerships, corporations and investment entities.
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Work with complex fund structures and investment management clients.
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Support tax planning, compliance and reporting engagements.
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Prepare Forms 1065, 1120 and 1120-S, with exposure to tax provisions where applicable.
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Analyse financial statements and identify relevant tax considerations.
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Collaborate with Managers, Senior Managers and Partners on client deliverables.
What we’re looking for
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3+ years of experience within public accounting.
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Strong partnership taxation experience, ideally involving investment funds.
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Exposure to private equity, venture capital, hedge funds or financial services preferred.
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Bachelor’s degree in Accounting or a related discipline.
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CPA qualified or eligible to sit the CPA examinations.
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Strong communication, organisational and client service skills.
Why consider this opportunity?
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Work with sophisticated investment managers and fund structures.
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Develop specialised financial services tax expertise.
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Gain exposure to complex partnership taxation and advisory matters.
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Hybrid flexibility and access to national technical resources.
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Structured professional development and opportunities for progression.
If you’re a Tax Senior looking for greater client exposure, technical development and a long-term career pathway, I’d welcome a confidential conversation.
Interested? Message me directly to learn more.
